中信证券：A股公司密集赴港上市核心资产定价权可能逐步向南转移

中国金融信息网

2025/05/26

转自：新华财经

新华财经北京5月26日电中信证券称，A股优质核心资产在港股正式交易后，部分核心资产的定价权可能会逐步南移，同时短期内对应的A股交易料变得活跃，未来更多优质龙头赴港上市可能成为A股市场风格重新转向核心资产的催化剂。分析师裘翔等报告指出，本轮A股公司密集赴港IPO是出海战略、制度便利和港股流动性改善三重力量助推。近期A股极致小盘风格背景下机构对于核心资产的定价权明显弱化，赴港上市的A股优质核心资产有望重新校正估值，带动A股股价同步修复。港股以前是全球制造业的估值洼地，此轮A股优秀制造业公司赴港上市，给全球投资者提供了一批优秀的制造业企业，会持续不断吸引全球资金做配置。

编辑：刘铭

海量资讯、精准解读，尽在新浪财经APP

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2538014292"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2538014292\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2538014292?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-05-26 08:40","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2538014292","market":"fut","top_or_hot":-1,"title":"中信证券：A股公司密集赴港上市 核心资产定价权可能逐步向南转移","media":"中国金融信息网","content":"<html><body><div>\n<p>转自：新华财经</p><p cms-style=\"font-L\">新华财经北京5月26日电 <span><a href=\"https://laohu8.com/S/600030\">中信证券</a></span><span></span>称，A股优质核心资产在港股正式交易后，部分核心资产的定价权可能会逐步南移，同时短期内对应的A股交易料变得活跃，未来更多优质龙头赴港上市可能成为A股市场风格重新转向核心资产的催化剂。分析师裘翔等报告指出，本轮A股公司密集赴港IPO是出海战略、制度便利和港股流动性改善三重力量助推。近期A股极致小盘风格背景下机构对于核心资产的定价权明显弱化，赴港上市的A股优质核心资产有望重新校正估值，带动A股股价同步修复。港股以前是全球制造业的估值洼地，此轮A股优秀制造业公司赴港上市，给全球投资者提供了一批优秀的制造业企业，会持续不断吸引全球资金做配置。</p><p cms-style=\"font-L align-right\">编辑：刘铭</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中信证券：A股公司密集赴港上市 核心资产定价权可能逐步向南转移</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中信证券：A股公司密集赴港上市 核心资产定价权可能逐步向南转移\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-26 08:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/jjxw/2025-05-26/doc-inexwafh1227957.shtml><strong>中国金融信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>转自：新华财经新华财经北京5月26日电 中信证券称，A股优质核心资产在港股正式交易后，部分核心资产的定价权可能会逐步南移，同时短期内对应的A股交易料变得活跃，未来更多优质龙头赴港上市可能成为A股市场风格重新转向核心资产的催化剂。分析师裘翔等报告指出，本轮A股公司密集赴港IPO是出海战略、制度便利和港股流动性改善三重力量助推。近期A股极致小盘风格背景下机构对于核心资产的定价权明显弱化，赴港上市的A股...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2025-05-26/doc-inexwafh1227957.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2495084118.USD","symbol_name":"ALLIANZ CHINA A-SHARES \"ATH\" (USDHDG) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/jjxw/2025-05-26/doc-inexwafh1227957.shtml","article_id":"2538014292","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2538014292","pubTimestamp":1748220000,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"转自：新华财经新华财经北京5月26日电 中信证券称，A股优质核心资产在港股正式交易后，部分核心资产的定价权可能会逐步南移，同时短期内对应的A股交易料变得活跃，未来更多优质龙头赴港上市可能成为A股市场风格重新转向核心资产的催化剂。近期A股极致小盘风格背景下机构对于核心资产的定价权明显弱化，赴港上市的A股优质核心资产有望重新校正估值，带动A股股价同步修复。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159982":"中证500","399300":"沪深300","600030":"中信证券","LU2495084118.USD":"ALLIANZ CHINA A-SHARES \"ATH\" (USDHDG) ACC","BK0183":"MSCI概念","BK0188":"融资融券","BK0012":"证金概念","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC","BK1564":"中资券商股","BK0028":"国家队","BK0276":"资本市场","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","BK1516":"腾讯概念","LU1997245177.USD":"安联神洲A股基金","06030":"中信证券","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","BK1147":"投资银行业与经纪业","LU2289578879.USD":"ALLIANZ CHINA A OPPORTUNITIES \"AT\" (USD) ACC","BK0196":"行业龙头","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","LU1997244956.HKD":"ALLIANZ CHINA A-SHARES \"AT\" (HKD) ACC A","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC"},"translate_title":"CITIC Securities: A-share companies are intensively listed in Hong Kong, and the pricing power of core assets may gradually shift southward","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159982":1,"399300":1,"600030":1,"06030":1},"content_text":"转自：新华财经新华财经北京5月26日电 中信证券称，A股优质核心资产在港股正式交易后，部分核心资产的定价权可能会逐步南移，同时短期内对应的A股交易料变得活跃，未来更多优质龙头赴港上市可能成为A股市场风格重新转向核心资产的催化剂。分析师裘翔等报告指出，本轮A股公司密集赴港IPO是出海战略、制度便利和港股流动性改善三重力量助推。近期A股极致小盘风格背景下机构对于核心资产的定价权明显弱化，赴港上市的A股优质核心资产有望重新校正估值，带动A股股价同步修复。港股以前是全球制造业的估值洼地，此轮A股优秀制造业公司赴港上市，给全球投资者提供了一批优秀的制造业企业，会持续不断吸引全球资金做配置。编辑：刘铭\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}

中信证券：A股公司密集赴港上市 核心资产定价权可能逐步向南转移

热议股票

中信证券：A股公司密集赴港上市核心资产定价权可能逐步向南转移